智通财经6月9日电，领益智造(002600.SZ)公告称，公司拟通过发行可转换公司债券及支付现金的方 式，购买江苏科达斯特恩汽车科技股份有限公司66.46%股权并募集配套资金。近日，公司收到深交所 出具的《关于受理广东领益智造股份有限公司发行可转换为股票的公司债券购买资产并募集配套资金申 请文件的通知》，深交所对公司报送的申请文件进行了核对，认为申请文件齐备，决定予以受理。 领益智造：发行可转换公司债券及支付现金购买资产事项获得深交所受理 ...

| 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-065 | | --- | --- | --- | | 债券代码：127107 | 债券简称：领益转债 | | 广东领益智造股份有限公司 关于为公司及子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 二、担保进展情况 近日，公司、公司全资子公司成都领益科技有限公司（以下简称"成都领益"）、 东莞领杰金属精密制造科技有限公司（以下简称"东莞领杰"）、深圳市领略数控 设备有限公司（以下简称"领略数控"）、领胜电子科技（深圳）有限公司（以下 简称"领胜电子"）、领益科技（深圳）有限公司（以下简称"领益科技"）、赛尔 康技术（深圳）有限公司（以下简称"赛尔康技术"）分别和招商银行股份有限公 司深圳分行（以下简称"招商银行"）签订了《票据池业务最高额质押合同》，公 司及以上六个全资子公司在招商银行提供的总额为人民币 50,000 万元（含等值 1 / 4 其他币种）的票据池业务授信额度内提供互相质押担保，质押期间为《票据池业 务最高额质押合同》生效之日起至《票据池业务授信 ...

广东领益智造股份有限公司（以下简称"公司"）拟通过发行可转换公司债 券及支付现金的方式，购买常州优融汽车科技有限公司、上海迈环企业管理合伙 企业（有限合伙）、浙江万里扬企业管理有限公司、芜湖华安战新股权投资基金 合伙企业（有限合伙）、常州青枫云港投资中心（有限合伙）、常州星远创业投资 合伙企业（有限合伙）、常州市超领创业投资合伙企业（有限合伙）和江苏信保 投保联动创业投资合伙企业（有限合伙）合计持有的江苏科达斯特恩汽车科技股 份有限公司 66.46%股权并募集配套资金（以下简称"本次交易"）。 公司近日收到深圳证券交易所（以下简称"深交所"）出具的《关于受理广 东领益智造股份有限公司发行可转换为股票的公司债券购买资产并募集配套资 金申请文件的通知》（深证上审〔2025〕75 号）。深交所根据相关规定对公司报送 的发行可转换为股票的公司债券购买资产并募集配套资金申请文件进行了核对， 认为申请文件齐备，决定予以受理。 | 证券代码：002600 | 证券简称：领益智造 公告编号：2025-064 | | --- | --- | | 债券代码：127107 | 债券简称：领益转债 | 广东领益智造股份有限公司 关于 ...

领益智造（002600）公告，公司拟通过发行可转换公司债券及支付现金的方式，购买江苏科达斯特恩汽 车股份有限公司66.46%股权并募集配套资金。公司近日收到深圳证券交易所出具的《关于受理广东领 益智造股份有限公司发行可转换为股票的公司债券购买资产并募集配套资金申请文件的通知》。深交所 认为申请文件齐备，决定予以受理。本次交易尚需通过深交所审核并取得中国证券监督管理委员会同意 注册的批复，最终能否通过审核、取得注册，以及最终通过审核、取得注册的时间仍存在不确定性。 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [5][9][32] Core Views - The humanoid robot sector is experiencing strong order growth, particularly from TSMC, which is expected to contribute significantly to revenue this year [2][17] - The report emphasizes the importance of supply chain positioning and the identification of key players in the humanoid robot market, focusing on components such as joint modules, dexterous hands, and sensors [3][4] - AI infrastructure is projected to see continued capital expenditure growth driven by demand for data centers, benefiting companies involved in gas turbines and chillers [3][4] Industry Dynamics - Recent developments include the global launch of Grando's intelligent robots and the official release of the TianGong Robot 2.0, showcasing advancements in service robots [1][18] - The Beijing Humanoid Robot Innovation Center has increased its registered capital to 460 million RMB, indicating strong investment in the sector [19] - The 2025 Global AI Technology Conference was held in Hangzhou, focusing on AI technology breakthroughs and industry trends [22] Company Dynamics - Key strategic partnerships have been formed, such as the collaboration between Kepler and ZhaoFeng Electromechanical, aimed at enhancing humanoid robot applications in industrial settings [24] - Other notable partnerships include the establishment of a smart sensing laboratory by Fulei New Materials and Tsinghua University, and a strategic agreement between Yujian Technology and YaoshiBang [25][26] Key Companies and Investment Focus - The report highlights several companies for investment consideration, including Longxi Co., JinDi Co., YiRui Technology, YingLiu Co., and DingYang Technology, all of which are positioned well within the humanoid robot supply chain [3] - Specific components and companies to watch include: - Joint modules: Hengli Hydraulic, Huichuan Technology, Zhenyu Technology, and Lens Technology - Dexterous hands: Zhaowei Electromechanical, Leisai Intelligent, and Lens Technology - Reducers: Lide Harmony and JinDi Co. - Sensors: Hanwei Technology [3][4]

Group 1: Industry Overview - The electronic industry is experiencing significant improvement in H1 2025, with A-share listed companies reporting a total revenue of 859.5 billion yuan, a year-on-year increase of 18%, and a net profit of 36.6 billion yuan, up 30% year-on-year [2] - The recovery trend is clear, with Q1 2025 showing growth compared to Q4 2024, despite being a traditional off-season [2] - The semiconductor equipment domesticization rate is becoming increasingly important, especially for advanced process testing lines and domestic HBM expansion [1][7] Group 2: Segment Performance - Power and analog semiconductors are showing continuous recovery, driven by low inventory levels after two years of stock adjustments [2] - Digital ICs are experiencing strong revenue and profit growth due to AI demand, with approximately 20% growth both year-on-year and quarter-on-quarter [2] - The smartphone, PC, and tablet markets exceeded expectations in Q1 2025, with year-on-year shipment increases of 1.5%, 4.9%, and 8.5% respectively [3] Group 3: Capital Expenditure and Investment Opportunities - Capital expenditure growth for fab plants is slowing down, with SMIC's capital expenditure expected to remain flat in 2025 [1][7] - Domestic testing lines and HBM expansion are recommended areas for investment, as they are expected to perform well [1][7] - Major companies like ByteDance and Alibaba are increasing their capital expenditure, indicating a positive outlook for cloud computing and AI chip demand [6] Group 4: Emerging Technologies and Trends - AI is becoming a core focus for hardware upgrades, with numerous companies launching AI and AR products in 2025 [3] - The storage market is showing signs of recovery, with optimistic guidance from Taiwanese manufacturers regarding Q2 performance [5] - The demand for differentiated IP in SoC design is increasing, with several domestic companies making significant technological advancements [4][6]

Core Viewpoint - Lingyi Technology (领益智造) has shown a positive stock performance with a 4.47% increase in share price, reflecting strong market interest and ongoing share repurchase activities [1][2]. Company Announcements - As of May 31, 2025, Lingyi Technology has repurchased a total of 26,400,000 shares, with a total transaction amount of approximately 219.66 million yuan [1][2]. - The company announced a share repurchase plan on April 11, 2025, with a budget between 200 million yuan and 400 million yuan, and a maximum repurchase price of 13.18 yuan per share [1]. - The company has established a dedicated securities account for the repurchase and has disclosed relevant announcements on April 15 and April 19, 2025 [1]. Profit Distribution - The company approved a profit distribution plan on March 27, 2025, proposing a cash dividend of 0.2 yuan per 10 shares, with the ex-dividend date set for May 7, 2025 [2]. - The maximum repurchase price was adjusted to 13.16 yuan per share, with an estimated repurchase quantity of approximately 30,395,136 shares, representing 0.43% of the total share capital [2]. - As of May 31, 2025, the repurchased shares accounted for 0.38% of the total share capital, with the highest and lowest transaction prices recorded at 8.55 yuan and 8.08 yuan per share, respectively [2].

Market Performance - The wireless charging concept sector declined by 0.39%, ranking among the top losers in the concept sectors as of the market close on June 3 [1] - Notable declines within the sector included Wangzi New Materials, which hit the daily limit down, and other companies like Wan'an Technology and Huayang Group also saw significant drops [1] Sector Highlights - The top performing concept sectors included: - China-Korea Free Trade Zone: +4.23% - Cell Immunotherapy: +3.87% - Recombinant Protein: +3.64% - Football Concept: +3.56% [1] Capital Flow - The wireless charging concept sector experienced a net outflow of 788 million yuan, with 40 stocks seeing net outflows and 8 stocks exceeding 30 million yuan in outflows [1] - Wangzi New Materials led the outflow with a net outflow of 266 million yuan, followed by Sairisi and Haier Smart Home with outflows of 92.22 million yuan and 79.01 million yuan respectively [1] Stock Performance - Among the stocks in the wireless charging concept, the following had notable performances: - Wangzi New Materials: -10.02% with a turnover rate of 42.39% - Sairisi: -1.04% with a turnover rate of 1.19% - Haier Smart Home: -1.24% with a turnover rate of 0.68% [2] - Conversely, stocks with net inflows included: - Xianying Technology: +3.16% with a net inflow of 17.95 million yuan - Hengdian East Magnetic: -0.70% with a net inflow of 13.65 million yuan - Shanghai Beiling: +0.64% with a net inflow of 13.34 million yuan [3]

截至6月3日收盘，同花顺果指数概念下跌0.41%，位居概念板块跌幅榜前列，板块内，闻泰科技、珠海 冠宇、鹏鼎控股等跌幅居前，股价上涨的有5只，涨幅居前的有东山精密、中石科技、歌尔股份等，分 别上涨1.03%、0.46%、0.14%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中韩自贸区 | 4.23 | 特钢概念 | -0.93 | | 细胞免疫治疗 | 3.87 | 医疗废物处理 | -0.51 | | 重组蛋白 | 3.64 | 同花顺果指数 | -0.41 | | 足球概念 | 3.56 | 无线充电 | -0.39 | | 毛发医疗 | 3.51 | 光热发电 | -0.33 | | CRO概念 | 3.41 | 深圳国企改革 | -0.24 | | 创新药 | 3.38 | F5G概念 | -0.23 | | 培育钻石 | 3.11 | 租售同权 | -0.22 | | 仿制药一致性评价 | 3.08 | 一体化压铸 | -0.21 | | 眼科医疗 | 3.08 | 硅能源 | -0.18 ...

广东领益智造股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股份回购方案概述 广东领益智造股份有限公司（以下简称"公司"）于 2025 年 4 月 11 日召开第 六届董事会第十一次会议，审议通过了《关于回购公司股份方案的议案》，同意 公司以自有资金及回购专项贷款回购部分公司股份；回购股份的种类为公司已发 行上市的人民币普通股（A 股）股票，回购股份的资金总额不低于人民币 2 亿元 （含），不超过人民币 4 亿元（含），回购股份的价格不超过人民币 13.18 元/股 （含本数）。公司已在中国证券登记结算有限责任公司深圳分公司开立了回购专 用证券账户，并分别于 2025 年 4 月 15 日及 2025 年 4 月 19 日披露了《关于回购 公司股 份 方 案 的 公 告 》《 回 购 报 告 书 》， 具 体 内 容 详 见 巨 潮 资 讯 网 （www.cninfo.com.cn）和公司指定信息披露报刊的相关公告。 公司分别于 2025 年 3 月 27 日、2025 年 4 月 22 日召开第六届董事会第十次 ...